We specialize in tax-free, cash accumulation, and wealth preservation strategies for individuals, families, and businesses. Our firm takes an educational approach to teach basic financial concepts, empowering people to make better financial decisions for their future.
This is a full / part - time remote role for an Entry-Level Financial Services Representative. The Financial Services Representative will assist clients with their financial goals, provide investment advice, offer insurance solutions, and deliver excellent customer service on a day-to-day basis.
QUALIFICATIONS :
REQUIREMENTS :
►Minimum 18 years of age
►Legal U.S. Resident, Citizen or Work Permit with SSN
►Able to complete licensing requirements within 30 days
►Accountable with high level of integrity (critical in this regulated and customer-based industry)
Financial Representative • Atlanta, GA, US